jphilbrook

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parryp on Novembro 01, 2018

Recurring Email of Custom Reports Exported in Excel

Hubspot currently has a feature that allows users to set up recurring emails of a chosen Dashboard. Hubspot also has a feature that allows users to create custom reports, and export them to Excel. I want to be able to set up recurring emails of Leia mais

Responder Idéia Sales Reporting

126 avaliações positivas

40 Respostas

jphilbrook

Colaborador(a) | Parceiro

Abril 09, 2024

@hubspot Do we have any updates on this? It seems like a pretty basic ask. I need it too. Pretty please.

Stillskill on Fevereiro 17, 2022

Adjust Column Width on Reports

It would be great to have the option to adjust the width of columns on a report. Right now, the more columns I add, the more truncated each column name becomes. It makes the report unusable within Hubspot and is forcing us to export and use in Excel Leia mais

Responder Idéia Dashboards & Reports

66 avaliações positivas

21 Respostas

jphilbrook

Colaborador(a) | Parceiro

Fevereiro 23, 2024

Do we have an update on this? I would really love to adjust column sizes on the dashboard.

ManuelC on Janeiro 14, 2020

Approval Process for new file uploads

We would like to put a media asset database inside HubSpot to use it internatioanlly (we have 19 subsidiaries), using the files feature. To ensure good care of this platform, we need an approval process, so the Super Admin gets a notification after Leia mais

Responder Idéia File Manager Sales Documents

15 avaliações positivas

7 Respostas

jphilbrook

Colaborador(a) | Parceiro

Dezembro 19, 2023

@LHamilton You posted this a few years ago and I'm wonder how you solved it. I have the same challenge.

Shaunyim on Julho 02, 2021

Approval option on deals

We would like to be able to set an approval so that a manager has to approve the move of a deal from a specific pipeline stage to the next. - Posted on behalf of a customer

Responder Idéia Deals

49 avaliações positivas

18 Respostas

jphilbrook

Colaborador(a) | Parceiro

Dezembro 19, 2023

My client doesn't use the quoting option in HubSpot they have another system. The approval process on an order is critical to make sure all the infor...Leia mais

DanaBeachResort on Janeiro 05, 2022

"Smart Send" option

Hello Everyone, Some Email Marketing Softwares have a "Smart Send" option where the Email is sent out when the user is most likely to open the email, which in turn increases the open rates. I know that Mailchimp has a similar feature called Leia mais

Responder Idéia Marketing Emails

15 avaliações positivas

3 Respostas

jphilbrook

Colaborador(a) | Parceiro

Junho 13, 2023

I'm really surprised that HubSpot doesn't have this feature.

liangsj on Julho 17, 2022

Overview of All Recurring Emails of Dashboard (And Their Reports)

Submitting on behalf of customer, Steve Fox from Monoprice Hi Team, Currently, there's no central place to find out about the recurring emails that a Hub has, it will be great if there's a way to see ALL of the recurring email setup so Leia mais

Responder Idéia Dashboards & Reports

38 avaliações positivas

15 Respostas

jphilbrook

Colaborador(a) | Parceiro

Maio 24, 2023

I can't believe this isn't possible. What a nightmare.

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